Documentation of MixERPSalesThe Sales module refers to the business activities which generate income from sales of products and services. Generally, any transaction between the parties where the buyer receives goods (tangible or intangible) and services in exchange for money are defined as sales. It is the pillar of any economy which creates the constant movement of value during the incalculable businesses universally. In the context of globalization, organizations are concentrating more on closer partnership across supply chain. Increasing efficiency in sales facilitates an organization to maintain its competitive superiority. It assists keeping possession of various business actions such as: Sending quotation to eventual parties Posting purchase orders sent by parties Delivering and shipping goods Receiving payments Recording the sales returnThe corporate goals of sales comprise of: Refining top line revenues. Determining the equilibrium between supply and demand. Enhancing resources for production. Evading wasteful production.Sales module is a highly integrated execution module. It draws most of its input from the following modules: Purchasing module for generation of direct delivery purchase order. Production module for production schedules and lead time of delivery. Inventory module for validating available and estimated stock. Warehousing module for supplying order and shipment. Accounts receivable module where sales invoices are recorded. Planning module for just in time delivery and supplying to the parties.The sales module consists of three sub modules which are: Sales & Quotation Setup & Maintenance Sales Reports

Sales and QuotationSales and Quotation contains six options: Direct Sales Sales Quotation Sales Order Sales Delivery Receipt from customers Sales Return

Direct SalesDirect Sales are the confirmed sales to the customers. It is a type of sales channel where products are marketed directly to customers, disregarding the necessity for middlemen wholesalers, advertisers and retailers. Direct sales can be conducted one-on-one, in a group or party format, or online. Its about building relationship with people and offering them a high level of service and personal attention. Customers can have direct personal contact with the seller. It will automatically create sales delivery and receipt. The following steps should be considered. Value date is the transaction date. Select the store from where the transaction is to be done. Party is to be selected with whom the transaction is related. It can be done either selecting the customers by their name or the party code. Also you can search the party by pressing (F2) from the keyboard. Select the price type. Manual reference number is to be entered. Toggle to choose cash or credit transaction. Green toggle represents cash transaction whereas colorless toggle represents non cash transaction. If its non-cash transaction select the due period. Select the shipping company and address. Select the sales type, either taxable or non-taxable sales. Select the item listed either from code or its name itself. Provide the quantity and unit to be sold, price and amount is automatically calculated then after. Enter the discount amount if available. Provide the shipping charge. Sub Total is automatically calculated with amount, discount and shipping charge. Select the tax form as per your rules set on Tax Configuration. Click on add or press (Ctrl + Enter), and repeat the above steps for more items. Select attachments for uploading image files relating to the products. Click on browse to provide the path for the image files and comment accordingly for each. Then click on upload. Five images can be uploaded. Select the cost center and sales person. Mention the statement reference for the sales. Finally save, and from the checklists the transaction can be withdrawn, invoice can be viewed, printed, email etc. or you can also upload the image files from upload attachments for this transaction.

Sales QuotationSales Quotation is the legitimate mandatory document in the form of email or print sent to the customer including quantity and pre-defined price of the products in a specified time period. A quotation has a validity period. Within the validity period, the customer has the option of canceling the contract or placing an order within the agreed conditions with reference to the quotation. It is created and provided to a prospective party. Quotation is made in response to query from a party. Price and discount amount for each item of the quotation is included. If the quotation is successful, it is processed for generation of sales order. If the quotation is unsuccessful, it is recorded in the system for future reference.A sales quotation is mostly an official declaration of promise by conceivable supplier to supply the goods or services required by a buyer, at specified prices, and within a specified period. A quotation may also contain terms of sale and payment, and warranties in the form of image which can be uploaded as attachments. Acceptance of quotation by the buyer forms a contract mandatory on both parties. Value date is transaction date. Select the store from where the quotation is issued. Party is to be selected with whom the transaction is related. It can be done either selecting the customers by their name or the party code. Also you can search the party by pressing (F2) from the keyboard. Select the price type. Manual reference number is to be entered. Select the shipping company and address. Select the sales type, either taxable or non-taxable sales. Select the item listed either from code or its name itself. Provide the quantity and unit to be sold, price and amount is automatically calculated then after. Enter the discount amount if available. Provide the shipping charge. Sub Total is automatically calculated with amount, discount and shipping charge. Select the tax form as per your rules set on Tax Configuration. Click on add or press (Ctrl + Enter), and further repeat the process for more items. Select attachments for uploading image files relating to the products as terms of sale and payment, and warranties. Click on browse to provide the path for the image files and comment accordingly for each. Then click on upload. Five images can be uploaded. Select the sales person. Mention the statement reference for the quotation. Finally save, and from the checklists the transaction can be withdrawn, invoice can be viewed, printed, email etc. or you can also upload the image files from upload attachments for this transaction. Moreover, you can also directly merge the quotation to sales order and sales delivery clicking on Merge Batch to Sales Order and Merge Batch to Sales Delivery from the grid, if the quotation is successful.

Sales OrderSales Order is the document which list products and services with their price and quantity. It is the document sent to the customer for the confirmation of the sales. It can be in the form of print or email. This book is used to post sales order against purchase orders sent by customers. It is used when customers require the delivery of the products with its quantity, at a given time. The Sales Order Module maintains general customer in formation, defines pricing and tax information, issuing, packing and shipping products. The whole product, pricing and shipping information is confirmed during the sales order entry process. The Sales Order Module provides comprehensive perceptiveness into the main business processes of sales and distribution such as inquiry, quotation and sales order processing. It also returns handling and delivery. The Sales Order module is crafted with reports, performance evaluators, and records. Relating with all these, organization can analyze sales data and also easily extend the Sales Order module to integrate additional reporting and business requirements.The Sales Order Module enables process management with detailed information, apprehending developments and accomplishing innovative analysis. Many areas of analysis can be identified from this module. Value date is the transaction date. Select the store. Party is to be selected with whom the transaction is related. It can be done either selecting the customers by their name or the party code. Also you can search the party by pressing (F2) from the keyboard. Select the price type. Manual reference number is to be entered. Select the shipping company and address. Select the sales type, either taxable or non-taxable sales. Select the item listed either from code or its name itself. Provide the quantity and unit to be sold, price and amount is automatically calculated then after. Enter the discount amount if available. Provide the shipping charge. Sub Total is automatically calculated with amount, discount and shipping charge. Select the tax form as per your rules set on Tax Configuration. Click on add or press (Ctrl + Enter), and further repeat the process for more items. Select attachments for uploading image files relating to the products. Click on browse to provide the path for the image files and comment accordingly for each. Then click on upload. Five images can be uploaded. Select the sales person. Mention the statement reference for the sales order. Finally save, and from the checklists the transaction can be withdrawn, invoice can be viewed, printed, email etc. or you can also upload the image files from upload attachments for this transaction.

Sales DeliveryA document is tied in with a shipment of products and items that list the description and quantity of the goods delivered is called Sales Delivery. A copy of the delivery note signed by the buyer is returned to the seller as a proof of delivery. The stock item (or service) delivered is credited and party account is debited as a credit transaction.

Value date is the transaction date. Select the store from where the transaction is to be done. Party is to be selected with whom the transaction is related. It can be done either selecting the customers by their name or the party code. Also you can search the party by pressing (F2) from the keyboard. Select the price type. Manual reference number is to be entered. Select due period. Select the shipping company and address. Select the sales type, either taxable or non-taxable sales. Select the item listed either from code or its name itself. Provide the quantity and unit to be sold, price and amount is automatically calculated then after. Enter the discount amount if available. Provide the shipping charge. Sub Total is automatically calculated with amount, discount and shipping charge. Select the tax form as per your rules set on Tax Configuration. Click on add or press (Ctrl + Enter), and further repeat the process for more items. Select attachments for uploading image files relating to the products. Click on browse to provide the path for the image files and comment accordingly for each. Then click on upload. Five images can be uploaded. Select the cost center and sales person. Mention the statement reference for the delivery. Finally save, and from the checklists the transaction can be withdrawn, invoice can be viewed, printed, email etc. or you can also upload the image files from upload attachments for this transaction.

Receipt from CustomersReceipt from customers simply means receiving cash from customers, paying for the credit purchases. Receipt from the customers is created when customers pay their payment against the sold goods. The party account is credited and either cash or bank account is debited. Use Journal Voucher Transaction under the finance module if you need a fluent entry system. Party is to be selected with whom the transaction is related and click on Go. Total due amount of a party is obtained in base currency. Select the currency in which the payment is received. Enter the received amount in received currency. The exchange rate is defined on Update Exchange Rates Converted to home currency will be calculated. Exchange rate helps to convert the amount to base currency. The amount in converted to base currency. System generates the final due amount in base currency. Select the receipt type either it is cash or bank transaction. If the transaction is cash1. Select the cost center and cash repository.1. Input the reference number.1. Mention the statement reference for the sales receipt. Likewise if the transaction is bank, 1. Select the cost center and the bank.1. Select the posting date of the bank deposit.1. Provide instrument and bank transaction code.1. Input the reference number.1. Mention the statement reference for the sales receipt.

Sales ReturnWhen the goods sold are returned, its called Sales Return. The transactions of return of goods are also accounting transactions and have to be recorded in the books of accounts just like any other accounting transaction. Sales return is the contra account for the term Direct Sales. Sales Return usually occurs because of defective goods, late delivery, mistake good shipped etc. The party account is credited and rejected items are debited and moved back to the stock, if stock item.A sales return is products sent back by a buyer to the seller, usually for one of the following reasons: Excess quantity shipped Excess quantity ordered Defective goods Goods shipped too late Product specifications are incorrect Wrong items shippedThe seller accounts this return as a debit to a Sales Returns account and a credit to the Accounts Receivable account. The credit to the Accounts Receivable account reduces the amount of accounts receivable outstanding. The Sales Returns account is a contra account.In this option, you can view the returned sales which are maintained from the Return option in Direct Sales. Click on Return and fill in the fields listed Value date is the transaction date. Select the store from where the transaction is to be done. Party is to be selected with whom the transaction is related. It can be done either selecting the customers by their name or the party code. Also you can search the party by pressing (F2) from the keyboard. Select the price type. Manual reference number is to be entered. Select the sales type, either taxable or non-taxable sales. Select the item listed either from code or its name itself. Provide the quantity and unit to be sold, price and amount is automatically calculated then after. Enter the discount amount if available. Provide the shipping charge. Sub Total is automatically calculated with amount, discount and shipping charge. Select the tax form as per your rules set on Tax Configuration. Click on add or press (Ctrl + Enter), and further repeat the process for more items. Select attachments for uploading image files relating to the products. Click on browse to provide the path for the image files and comment accordingly for each. Then click on upload. Five images can be uploaded. Mention the statement reference for the sales return. Finally save, and from the checklists the transaction can be withdrawn, invoice can be viewed, printed, email etc. or you can also upload the image files from upload attachments for this transaction.

Setup & Maintenance

Bonus Slab for salespersons Bonus slab details Sales Teams Sales Persons Bonus Slab Assignment Late Fees Payment Terms Recurring Invoices Recurring Invoice Setup

Bonus Slab for SalespersonsManagement must confirm that the salespeople are well encouraged and sales incentives are a great motivator. While hiring and training salespeople, businesses often pay closer attention to the ability factor of them. Motivation is a complicated concept which exists in every human being but can be managed. Salespersons can be allowed bonus, depending upon the amount (slab) of business from their sales. For the success of any business, motivation for the employee is the key factor. Many successful organizations employ a mix of sales incentives. Ability x Motivation = Performance.The most common ways to manage motivation is to use incentives. The sales incentive systems help to boost the sales team's motivation: Cash bonus: Money is the best reward for most salespeople. Merchandise: Sometimes people are more motivated by merchandise item than by the equivalent amount of money.eg. Phone, laptop, television etc. Experience: Offering salesperson a life time memorable experience - for example, all-expense paid vacation, a plane trip etc. can create memories that last forever. Recognition: Identifying a top salesperson and providing them recognition. Workplace incentives: Providing top performers the right to work from home one day a week, their own office, the ability to take a class, regular time off for child care or any other kind of workplace flexibility costs nothing - but can be very valuable to employees. It can also motivate salespeople to look up to you for trusting them.

Here we can view, add, edit and delete bonus slab for salespersons. In order to edit or delete the details of an existing bonus slab, select the bonus slab by clicking on the Radio Button on the left of the Bonus Slab ID. Then click on Edit Selected or Delete Selected option. To add a new bonus slab - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Bonus Slab Id: It is system generated. Bonus Slab Code: The field should be given appropriate code for your bonus slab. Bonus Slab Name: Provide the name for the bonus slab. Effective From: Choose the date from the date picker or type, the starting date of the bonus slab. Ends On: Again, choose the final validation date from the date picker or type, the ending date of the bonus slabs. Checking Frequency Id: Select the bonus posting frequency i.e. EOM (End of Month), EOQ (End of Quarter), EOH (End of Half Year) or EOY (End of Year). Finally, click on Save and the details will be displayed on the grid.

Bonus Slab Details for SalespersonsAfter Setting up Bonus Slabs under Bonus Slab for salesperson we can now define the commission rate for different level of sales volume made by the sales person under the chosen bonus slab. Here, you can create various schemes for bonus or commission payments to the salesmen. Later the salesmen can be assigned into these bonus slabs from Bonus Slab Assignment to pay them bonuses according to the slab.The menu will by default show you the list of bonus slabs that have been created so far. The checking frequency decides the frequency of posting the payable bonus/commission to the sales man's account. For instance, Checking Frequency Id of 'End of Month' will post the payable amount of commission for any given sales man to his or her account at the end of every month. Enter a slab wise incremental or flat bonus rate (in percentage) which increases as the amount increases.Here we can view, add, edit and delete bonus slab details. In order to edit or delete the details of an existing bonus slab details, select the bonus slab details by clicking on the Radio Button on the left of the Bonus Slab Details ID. Then click on Edit Selected or Delete Selected option. To add a new bonus slab details - click on ADD NEW and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Bonus Slab Details Id: It is system generated. Bonus Slab Id: Select the bonus slab or you can search from selector on the right clicking the selector icon. Amount From: Provide the starting amount range for the bonus slab details. Amount To: Provide the ending amount range for the bonus slab details. Bonus Rate: Input the rate for the bonus.Finally, click on Save and the details will be displayed on the grid.

Sales TeamsHere we can view, add, edit and delete Sales teams of the organization. In order to edit or delete the details of an existing Sales teams, select the Sales teams by Clicking on the Radio Button on the left of the Sales Team Id. Then click on Edit Selected or Delete Selected option. To add a new Sales team - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Sales Team Id: It is system generated. Sales Team Code: Provide the appropriate code name for your sales teams. Sales Team Name: Provide the Name of the sales team.Finally, click on Save and the details will be displayed on the grid.

SalespersonsSalesperson is an individual who sells goods and services to other entities. The successfulness of a salesperson is usually measured by the amount of sales he or she is able to make during a given period and how good that person is in influencing individuals to make a purchase. If a salesperson is employed by a company, in some cases compensation can be determined based on the amount of goods or services sold.

Here we can view, add, edit and delete Sales persons of the organization. In order to edit or delete the details of an existing Sales persons, select the Sales person by Clicking on the Radio Button on the left of the Sales person Id. Then click on Edit Selected or Delete Selected option. To add a new Sales person - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Salesperson Id: It is system generated. Sales Team Id: Select the sales team or you can search from selector on the right clicking the selector icon. Salesperson Code: Provide the appropriate code name for your sales person. Salesperson Name: Provide the Name of the sales person. Address: Input the address of the sales person. Contact Number: Specify the phone number. Commission Rate: Specify the rate of bonus. Commission rate is the default rate for a sales person which could be overridden only from the Bonus slab menu. Account Id: Select the account to map the sales person or you can search from selector on the right clicking the selector icon.

Finally, click on Save and the details will be displayed on the grid.Bonus Slab AssignmentHere, you simply map the sales person created under the menu Sales persons to the Bonus schemes created under the menu Bonus Slab for Salespersons.

Here we can view, add, edit and delete Bonus Slab Assignment. In order to edit or delete the details of an existing Bonus Slab Assignment, select Bonus Slab Assignment by Clicking on the Radio Button on the left of the Sales Person Bonus Slab Id. Then click on Edit Selected or Delete Selected option. To add a new Bonus Slab Assignment - click on ADD New and fill in the fields listed. To add new Bonus Slab Assignment, again click on Add New and map the sales person to his or her respective bonus slab. Salesperson Bonus Setup Id: It is system generated. Salesperson Id: Select the salesperson or you can search from selector on the right clicking the selector icon. Bonus Slab Id: Select the bonus slab or you can search from selector on the right clicking the selector icon.

Finally, click on Save and the details will be displayed on the grid.

Late FeesA late fee is a charge imposed against a party by a company or organization for not paying a bill or returning a borrowed item by its due date. Its use is normally related with businesses creditors. Late fees are generally calculated on per day, per item basis. A monetary charge assessed on an account holder who has not made a payment on the account by the expected due date. The fee is based on a percentage of the amount due.Here we can view, add, edit and delete Late Fees. In order to edit or delete the details of an existing late fee, select the late fee by Clicking on the Radio Button on the left of the late fee Id. Then click on Edit Selected or Delete Selected option. To add a new late fee - click on ADD New and fill in the fields listed. Late Fee Id: It is system generated. Late Fee Code: Provide the appropriate code name for your sales person. Late Fee name: Provide the appropriate name for the late fee. Is Flat Amount: Click on Yes if its flat and No if its not flat. Rate: Specify the rate for the late fee.Finally, click on Save and the details will be displayed on the grid.

Payment TermsPayment Terms is the condition under which a seller will complete a sale. Normally, these terms specify the period allowed to a buyer to pay off the amount due, and may demand cash in advance, cash on delivery, a deferred payment period, or other similar provisions. Payment terms, defined as the terms required for payment on a product, are a function of the service offering of a vendor. These terms are an extension of how a vendor wants to treat a customer. Payment terms grace period may even be offered by vendors as a benefit of a purchase. Payment terms, explained as the terms which dictate when a vendor must be paid, vary in policy. Businesses offer payment terms as a perk of becoming a client. Additionally, vendor financing is another payment term where the customer pays interest but is allowed to repay the cost of the product they have received as they see fit. A line of credit is a form of vendor financing when it is received from the provider of goods. Payment terms are often negotiable, so some businesses may have the policy of payment terms confidential. This generally means that the vendor will want to talk with the client to allow for assessment and negotiation of individual situations. Additionally, payment terms and conditions exist. Conditions on payment may be cash on delivery, payment to be received in a foreign currency, and more. In this situation it is up to the vendor to decide the payment terms and conditions which should be offered to the client. Additionally, certain payment methods may be required. Other methods differ greatly depending on the situations of both parties.Here we can view, add, edit and delete Payment terms of the organization. In order to edit or delete the details of an existing Payment terms, select the Payment term by Clicking on the Radio Button on the left of the Payment term Id. Then click on Edit Selected or Delete Selected option. To add a new Payment terms - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Payment Term Id: It is system generated. Payment Term Code: Provide the appropriate code name for Payment term. Payment Term Name: Provide the Name of the Payment term. Due on Date: Click on Yes if its due on date and No if its not due on date. Due Days: Specify the due days for the payment term. Due Frequency Id: Select the due frequency or you can search from selector on the right clicking the selector icon. Grace Period: Select the period of the grace if exists in payment term. Late Fee Id: Select the late fee or you can search from selector on the right clicking the selector icon. Late Fee Posting Frequency Id: Select the late fee posting frequency or you can search from selector on the right clicking the selector icon. Finally, click on Save and the details will be displayed on the grid.

Recurring InvoicesThe Recurring Invoice is a sophisticated system which saves hours of effort entering the same invoices for each period. Once the details have been entered they are always billed accurately and on time. Once the invoice details are entered they are never forgotten and are billed on time and for the correct amounts. Recurring Invoicing records details of contracts, including start, end and review dates. Invoices may include hours/quantities multiplied by a rate or simple value amounts. Each contract can be billed daily, on a particular day of the week, e.g. every Friday, or on the same day of every month, the same date every year or according to user-defined calendars or dates relative to the last invoice date. This gives complete flexibility to invoicing schedules.Here we can view, add, edit and delete Recurring Invoice of the organization. In order to edit or delete the details of an existing Recurring Invoice, select the Recurring Invoice by Clicking on the Radio Button on the left of the Recurring Invoice Id. Then click on Edit Selected or Delete Selected option. To add a new Recurring Invoice - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Recurring Invoice Id: It is system generated. Recurring Invoice Code: Provide the appropriate code name for recurring invoice. Recurring Invoice Name: Provide the Name of the recurring invoice. Item Id: Select the item or you can search from selector on the right clicking the selector icon. Compound Item Id: Select the compound item or you can search from selector on the right clicking the selector icon. Recurring Frequency Id: Select the recurring frequency or you can search from selector on the right clicking the selector icon. Recurring Amount: Specify the amount for recurring of the items. Automatically Trigger on Sales: Click on Yes to trigger on sales and No to not trigger on sales.

Finally, click on Save and the details will be displayed on the grid.

Recurring Invoice SetupHere we can view, add, edit and delete Recurring Invoice Setup of the organization. In order to edit or delete the details of an existing Recurring Invoice Setup, select the Recurring Invoice Setup by Clicking on the Radio Button on the left of the Recurring Invoice Setup Id. Then click on Edit Selected or Delete Selected option. To add a new Recurring Invoice Setup - click on ADD New and fill in the fields listed. The fields marked with an asterisk (*) should not be left null. Recurring Invoice Setup Id: It is system generated. Recurring Invoice Id: Select the recurring invoice or you can search from selector on the right clicking the selector icon. Party Id: Select the party or you can search from selector on the right clicking the selector icon. Start From: Provide the starting date for the recurring invoice. Ends On: Provide the ending date for the bonus recurring invoice. Recurring Amount: Specify the amount for recurring of the items. Payment Term Id: Select the payment term or you can search from selector on the right clicking the selector icon.

Finally, click on Save and the details will be displayed on the grid.

Sales ReportsTop Selling ItemsThe report part in the sales modules consists of doughnut shape chart for the top selling products of all time, differentiating different items with the colors and the index.Likewise, it consists of a table of the sold items with its id, code, name, and the total sales. You can print the report from the printer sign on top-right hand side.Recurring invoice setup is used to define setup parameters for the recurring invoices. It is used to setup party, start date, end date, amount, and payment term of the recurring invoices.It is a group of salespersons who are involved in sales of one or more products of an organization.